BRCE - ETF AI Analysis
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MFS Blended Research Core Equity ETF (BRCE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year and in recent months, indicating solid momentum.
Leading Technology Holdings
Top positions in major technology companies that have generally performed well help drive the fund’s returns.
Moderate Expense Ratio
The fund’s fee is reasonably low for an actively managed core equity strategy, allowing investors to keep more of their gains.
Negative Factors
High Technology Sector Concentration
A large portion of the portfolio is in technology stocks, which increases sensitivity to swings in that sector.
Single-Country Exposure
Almost all holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
While several major positions have performed strongly, a few key stocks have been weak, which can add volatility to returns.
BRCE vs. SPDR S&P 500 ETF (SPY)
AUM46.67M
RegionNorth America
Expense Ratio0.24%
Beta0.96
IssuerMFS
Inception DateOct 22, 2025
Dividend Yield0.68%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume61,920
30 Day Avg. Volume11,375
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.86Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering106
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BRCE Summary
MFS Blended Research Core Equity ETF (BRCE) is an actively managed fund that invests in large U.S. companies instead of tracking a fixed index. It focuses on big, established businesses across many sectors, with a strong tilt toward technology, financials, and health care. Well-known holdings include Nvidia and Apple, along with other major tech and blue-chip names. Someone might invest in BRCE for long-term growth and broad diversification within large U.S. stocks, while benefiting from professional stock selection. A key risk is that it is heavily exposed to large U.S. tech companies, so its value can rise or fall sharply with the stock market and tech sector.
How much will it cost me?This ETF has an expense ratio of 0.24%, which means you’ll pay about $2.40 per year for every $1,000 invested. That’s a bit higher than the cost of many index (passively managed) ETFs, mainly because this fund is actively managed and pays for research and stock selection.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, so it could benefit if innovation, artificial intelligence, and strong corporate earnings continue to drive those sectors, especially in a stable or falling interest rate environment. On the other hand, it could be hurt by higher interest rates, tighter regulations on big tech, economic slowdowns that weigh on consumer and business spending, or a broad market downturn that affects large-cap U.S. stocks across sectors.
BRCE Top 10 Holdings
BRCE is leaning heavily on U.S. Big Tech, with Nvidia, Apple, and Microsoft doing most of the heavy lifting. Apple and Microsoft have been steadily rising, while Nvidia’s long-term climb is cooling a bit as momentum softens. Meta and Salesforce are sprinting higher, giving the fund an extra tech-powered boost, even as Amazon and Broadcom wobble and occasionally drag on returns. Micron’s sharp upswing adds another chip-fueled tailwind. Overall, this is a U.S.-centric, tech-heavy story where a handful of giants set the tone for the entire portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.74% | $5.05M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 8.21% | $3.86M | $4.91T | 37.25% | 79 Outperform | |
| Microsoft | 5.87% | $2.76M | $3.97T | 4.72% | 79 Outperform | |
| Amazon | 4.59% | $2.16M | $2.83T | 21.29% | 71 Outperform | |
| Alphabet Class A | 3.55% | $1.67M | $4.28T | 48.65% | 85 Outperform | |
| Broadcom | 2.88% | $1.35M | $1.73T | 11.37% | 76 Outperform | |
| Meta Platforms | 2.60% | $1.22M | $1.83T | 1.90% | 76 Outperform | |
| Micron | 2.58% | $1.21M | $1.16T | 466.63% | 79 Outperform | |
| Johnson & Johnson | 2.56% | $1.20M | $630.04B | 37.08% | 78 Outperform | |
| Mastercard | 2.32% | $1.09M | $516.09B | 5.68% | 75 Outperform |
BRCE Technical Analysis
Positive
―
Price Trends
30.26
Positive
29.57
Positive
28.00
Positive
Market Momentum
0.15
Negative
62.82
Neutral
68.20
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BRCE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.32, equal to the 50-day MA of 30.26, and equal to the 200-day MA of 28.00, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 62.82 is Neutral, neither overbought nor oversold. The STOCH value of 68.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BRCE.
BRCE Peer Comparison
Comparison Results
Performance Comparison
BRCE
MFS Blended Research Core Equity ETF
30.83
5.58
22.10%
FCUS
Pinnacle Focused Opportunities ETF
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PRMR
PeakShares RMR Prime Equity ETF
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EGGQ
NestYield Visionary ETF
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REGS
Columbia Large Cap Growth ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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